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Jan 30, 2013
01/13
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what about defense stocks? >> yeah. i think when you look at the complexion of the fiscal conservatives and how small of an appearance they have in the two houses and, of course, none in the white house, that the sequester represents the only spending cuts they are going to be able to tactically do, and i think it has to be perceived in that way. >> isn't it interesting, eric, that at this point we're really not talking about the dysfunction in washington as much as we were even though we do have the debt ceiling fight on the horizon. that's taken a back seat to this momentum in stocks. >> yeah, absolutely. i think that investors should be braced for a potential pullback, but trying to trade it i think is perilous. look, would i have expected a fairly significant pullback in december based on the uncertainty of the fiscal cliff debate. it didn't happen. i think that we were at that time telling our clients to look through the potential weakness and focus on the value and the fact that equities are very likely to be high
what about defense stocks? >> yeah. i think when you look at the complexion of the fiscal conservatives and how small of an appearance they have in the two houses and, of course, none in the white house, that the sequester represents the only spending cuts they are going to be able to tactically do, and i think it has to be perceived in that way. >> isn't it interesting, eric, that at this point we're really not talking about the dysfunction in washington as much as we were even...
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Jan 29, 2013
01/13
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if you want a similar yield, go for hta, sports 5.5% yield and much more defensive business model. next up, last wednesday, larry from oregon raised a lot of interesting points regarding federal mogul, fdml for you home gamers. i said i just remembered it being a troubled auto parts company. federal mogul corporation is a maker and supplier of power train and safety technologies, brake friction, chassis, wipers, and other vehicle components. supplies everybody from automakers to commercial agriculture and marine and rail vehicles as well as the aerospace market. right now the stock has nearly nine points off the high from last march, fallen 49% in the last nine months, but on the plus side, federal mogul has the always entertaining carl icahn as its nonexecutive chairman and stock trades at ten times forward earnings. all things that larry pointed out when he called. that said, federal mogul popped 15% just last thursday on excitement that the cold weather will lead to better brake sales, brake pad sales. what do we do with this stock? u.s. auto industry is on fire, but federal mog
if you want a similar yield, go for hta, sports 5.5% yield and much more defensive business model. next up, last wednesday, larry from oregon raised a lot of interesting points regarding federal mogul, fdml for you home gamers. i said i just remembered it being a troubled auto parts company. federal mogul corporation is a maker and supplier of power train and safety technologies, brake friction, chassis, wipers, and other vehicle components. supplies everybody from automakers to commercial...
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Jan 31, 2013
01/13
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we're taking a slightly more defensive approach. and with our small cap, we're spread between, you know, develop market and em. and certainly, the emerging markets have been a big support for us in recent months. >> rebecca, it's tim. speaking of em, i'm curious on why em has lagged. em is down small on the year and yet i think the environment is on some level hasn't been this good for a few years. we had fantastic fund floeps into the end of the year, maybe that was a technical sell signal. what's the call in the short run? it's been a disappointi ining january. >> yeah, look, i still think there's good values out there in emerging markets. i agree. we're going to see growth improving, not by a lot, but mid-8% gdp growth in china this year and china growth tends to be even stronger in the first half of the year. there's some seasonal effects there. brazil still got a hole to climb out of in terms of growth. but it does look like the brazilian is strengthening. there is cap tam going back into that country. mexico, to me, continues
we're taking a slightly more defensive approach. and with our small cap, we're spread between, you know, develop market and em. and certainly, the emerging markets have been a big support for us in recent months. >> rebecca, it's tim. speaking of em, i'm curious on why em has lagged. em is down small on the year and yet i think the environment is on some level hasn't been this good for a few years. we had fantastic fund floeps into the end of the year, maybe that was a technical sell...
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Jan 31, 2013
01/13
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the adhesive helps create a food seal defense for a clean mouth and kills bacteria for fresh breath. ♪ fixodent, and forget it.
the adhesive helps create a food seal defense for a clean mouth and kills bacteria for fresh breath. ♪ fixodent, and forget it.
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Jan 31, 2013
01/13
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the adhesive helps create a food seal defense for a clean mouth and kills bacteria for fresh breath. ♪ fixodent, and forget it. >>> with the s&p above its key 1,500 level and the dow approaching 14,000, many are questioning how much higher can these averages run, and how can you keep making money when the market decides to take a breather much like it did today? the answer, my friends is diversification. this market may have you excited. it's a terrific place to be right now. but it's vital that you don't keep all your eggs in one basket no matter what. and that's why we play, "am i diversified." this is where you call me, tell me your top five holdings, and i tell you if your portfolio is diversified enough. let's start with a tweet from @dirkfall, who writes my from 90 to 120 list, berkshire hathaway, vmware, celgene, caterpillar, deere, would i be diversified? let's go to work here. berkshire itself is a diversified company. caterpillar, machinery. vm ware, software. deere, machinery, okay, come back, celgene, drugs, yes, we're going to have to get rid of deere if we keep c.a.t.
the adhesive helps create a food seal defense for a clean mouth and kills bacteria for fresh breath. ♪ fixodent, and forget it. >>> with the s&p above its key 1,500 level and the dow approaching 14,000, many are questioning how much higher can these averages run, and how can you keep making money when the market decides to take a breather much like it did today? the answer, my friends is diversification. this market may have you excited. it's a terrific place to be right now. but...
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Jan 28, 2013
01/13
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defense aircraft a big part of it. i want to get to capital goods ex-aircraft is i have a different number guys. i better go back and check this out. ex-aircraft defense was up just 0.2 rick. >> that's what i've got, as well. >> that's not a great number. >> no, it really isn't. >> capital goods new orders -- that made sense. because i was very confused. everybody said during the fess cal cliff showdown that there was a capital spending decline that that was at least one of the approximate reasons why -- >> i would have been very, very confused to see a 2% rise, and that's a number that we're hoping this year ends up being one of the things that turns around. i don't know, jeff, if you're in to the capital goods -- >> oh, yes. >> stocks right now. but they have been hit, and now there's perhaps some value there. >> there's really a lot of hope it turns around. year over year look at these numbers. they are flat year over year. you look at orders, exaircraft, literally i think is 0.0. >> right. >> it is very -- >> it is
defense aircraft a big part of it. i want to get to capital goods ex-aircraft is i have a different number guys. i better go back and check this out. ex-aircraft defense was up just 0.2 rick. >> that's what i've got, as well. >> that's not a great number. >> no, it really isn't. >> capital goods new orders -- that made sense. because i was very confused. everybody said during the fess cal cliff showdown that there was a capital spending decline that that was at least one...
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Jan 28, 2013
01/13
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budget committee chairman paul ryan says the sequester which will cut about 1.2 trillion in domestic and defense spending over the years will happen because they haven't offered gop alternative proposals. congress passed a stopgap spending bill by 2027. >> we are more than happy to keep spending at those levels going on into the future while we debate how to balance the budge, how to grow the economy, how to create opportunity. that's the kind of debate the country deserves. by the way, if we keep going down this path, we will have a debt crisis. it's not an if question, it's a when question. >> joining us now is tony fratto, former treasury secretary, he's in paris this morning. tony, what brings you to paris? >> i have some meetings here on my way back from davos, kelly. we missed you in davos with the rest of the team there. >> i know. i wonder if they didn't send you over there to try and get a read as to why the french wanted the british to leave the eu or something. >> i'll take some informal polling on the street. >> could you please, we appreciate that. in the meantime, let's talk about
budget committee chairman paul ryan says the sequester which will cut about 1.2 trillion in domestic and defense spending over the years will happen because they haven't offered gop alternative proposals. congress passed a stopgap spending bill by 2027. >> we are more than happy to keep spending at those levels going on into the future while we debate how to balance the budge, how to grow the economy, how to create opportunity. that's the kind of debate the country deserves. by the way,...
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Jan 29, 2013
01/13
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you've got two of the best defenses -- two best teams, but probably the best two defenses in the nfl. >> appreciate it. best of luck with your draft choices, and next year, too. >> thanks. i appreciate it. >> okay. coming up, stocks on the move ahead of the opening bell. we're going to talk more with jim cramer after the break. calls to generate income? with fidelity's new options platform, we've completely integrated every step of the process, making it easier to try filters and strategies... to get a list of equity options... evaluate them with our p&l calculator... and execute faster with our more intuitive trade ticket. i'm greg stevens and i helped create fidelity's options platform. it's one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. ♪ let's go. ♪ ♪ ♪ [ male announcer ] introducing the all-new cadillac xts... another big night on the town, eh? ...and the return of life lived large. ♪ >>> welcome back to "squawk box," everyone. jim, we're watching several companies with earnings this morning that cam
you've got two of the best defenses -- two best teams, but probably the best two defenses in the nfl. >> appreciate it. best of luck with your draft choices, and next year, too. >> thanks. i appreciate it. >> okay. coming up, stocks on the move ahead of the opening bell. we're going to talk more with jim cramer after the break. calls to generate income? with fidelity's new options platform, we've completely integrated every step of the process, making it easier to try filters...